智通财经APP获悉，津上机床中国(01651)午前涨超8%，高见40.92港元，再创历史新高。截至发稿，涨8.02%，报40.66港元，成交额1.2亿港元。
消息面上，津上机床中国此前发布2026财年上半财年盈喜，期内公司预期实现归母净利润5.02亿元，同比口径下劲增约48%。董事会认为，集团业绩增长受益于国内经济的持续恢复。中国制造业的转型升级，特别是新能源汽车、人工智能等用户领域的快速发展，给机床行业带来了新的需求，以及公司近年对制造业各细分行业的持续开拓和渗透，这样也导致对集团生产的数控高精密机床需求量增加。
据悉，公司已与行业头部液冷设备企业达成合作意向，公司预计2026年相关业务可实现营收贡献，成为继汽车零部件领域后的第二增长曲线。国金证券指出，由于全球液冷产能面临紧缺，液冷产品制造设备企业订单快速提升，从津上机床中国业绩预增情况来看，设备企业作为二阶导品类，有望充分享受这轮液冷产业链扩张所带来的需求增量。
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